Our Featured Speakers
We have put together an incredible speaker selection for this years Financial Planning Summit. Covering all specializations you are sure to take away knowledge that will improve your own experience in the profession as well as your service towards your client.
Jacqueline Knoblauch, CFP, CLU
Insurance Planning Specialist
Raymond James
Michelle Munro
Director, Tax and Retirement Research
Fidelity Investments
BeiChen Lin
CFA, CPA
Investment Strategist
Russell Investments
Janet Sinclair
Chief Executive Officer
Insurance Council of BC
Erik Hamar
Senior Sales Consultant
RBC Insurance
Gillian Wong
Dignity Memorial
Dr. Bruce Empringham
Medical Consultant
Canada Life
Our Panel
Brad Brain
CFP, R.F.P., CLU, Ch,F.C., CHS, CIM, FCSI, TEP
Insurance Representative
Brad Brain Financial Planning Inc.
Portfolio Manager
Aligned Capital Partners Inc.
David Eng
CFP
Investment Advisor | Sonora Wealth Group
Harbourfront Wealth Management
Christie Coltman
CLU, CFP
Financial Planner
Arbutus Financial, Manulife Wealth Inc.